Sr. Financial Analyst II

Job Description

At Balance Staffing we’re obsessed with your success! Let us help you achieve your career dreams.

Job Title: Sr. Financial Analyst II

Type of Role: Direct Hire

Shift / Hours: Day Shift

Location: Fountain Valley, CA

Hourly Range: $95k - $105k

We are seeking a Sr. Financial Analyst II to join our team in Fountain Valley, CA! The Sr. Financial Analyst II (Financial Planning & Analysis) defines and maintains Financial forecast; manages and takes leadership on the annual budgeting process implementing the best practices of industry; supports the business, manage budget utilization, and provides management and clients with insightful analysis to support decision making. The Sr. Financial Analyst II engages with Project Managers to understand current and future business objectives and strategies to allow the business to achieve its goals within the stated budget parameters. Executives and Sr. Managers rely on the Analyst's Financial advice and solutions to address short- and long-term business needs. The Sr. Financial Analyst II leads the business to solutions that enable the business to achieve key objectives and are consistent with the overall financial goals by tracking Key Performance Indicators and business metrics and making recommendations based on the available information.

Role and Responsibilities:

ESSENTIAL FUNCTIONS

Help design, organize and execute Company's annual budgeting processes

Work with budget managers and analyze various data to perform monthly financial forecasts

Design and produce periodic financial reporting packages, including but not limited to financial review dashboard, Client Business Unit (CBU) monthly/quarterly financial reviews, and monthly variance analysis

Perform analysis on data from various sources to facilitate budgeting, forecasting, variance analysis, IT optimization, and other corporate initiatives

Analyze, review, audit and improve financial and other relevant data submitted by operation managers or extracted from SAP and other databases for budgeting, forecasting, and CBU billing.

Liaise between the Company and client business units by responding and providing analysis and reports as requested

Develop and create ad-hoc reports as requested by internal as well as external parties

Implement budgetary control over expenses and manage budget adjustments through detailed and accurate logging and recording of transactions

Analyze related data and provide timely and relevant insight and recommendation for business decision makers during planning as well as execution of projects and operations

Perform internal as well as industry research on best practices, standards and current technical financial and accounting topics to advise and improve financial processes, reports and policies

Plan, design and implement process improvements within the FPA section and affect positive changes within the Company

Track and monitor actual Company costs, actual CBU billing, and planned CBU billing and alert management of health of various business lines.

Ensure CBU billing is current and resolve outstanding issues that prevent billing to be current

Perform ad-hoc reports, analysis, and other duties as required or requested

JOB REQUIREMENTS

Bachelor’s degree in finance or equivalent work experience required

7+ years' experience in financial planning and analysis along with high-level proficiency in MS Excel required

Experience with financial software such as SAP, Oracle Fusion, Data Visualization, RPA and SQL is a plus

Attention to Detail

Effective communicator with Managers and Sr. Management

Adept at Problem Solving

Excellent Critical thinking skills

Team player and works well with others

Balance Staffing is proud to be an equal-opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other characteristic protected by federal or state law.Company Description

Balance Staffing is a full-service staffing agency that aims to unite talented and hardworking people with excellent workplaces, while building lasting relationships with our employees and our clients. To us, job seekers are more than a resume; they are unique individuals working to achieve their career dreams and companies aren’t clients, but partners striving for business success. Our goal is connecting top talent with exceptional employers. Since 1997, that’s been our guiding purpose, inspiring us to always be at our best, so we can be there for you.

Full-time